Retirement Transition Planning

Whether an individual or a couple, making the transition from employment to retirement can be a very challenging time.  In addition to the lifestyle changes faced, there are many financial decisions that need to be made.  We believe that the best way to navigate through the financial issues is to develop a comprehensive strategy for the transition period and at the same time develop a longer term financial strategy for this next phase of your lives.

Risk Management

  • Medical Insurance | Individual Insurance, COBRA Options, or Medicare Planning
  • Long-Term Care Insurance | Wealth  Protection & Quality of Care Protection
  • Life Insurance Planning | Beneficiary Income Protection & Estate Protection

Wealth Management

  • Wealth Accumulation
    • Employer Sponsored Plans
  • Distribution
    • Retirement Income Planning
    • Investment Management
  • Transference
    • Generation Asset Transfers
    • Charitable Planning
    • Estate Equalization
    • Estate Tax Planning

  Contact:

Brent Price
253.596.0613
brentp@alberscompany.com

  

 Albers & Company is part of a family of companies that includes The Wilson Agency and ConnectHR. Together we provide clients complete solutions through our Health & Welfare, Retirement and comprehensive HR Services. 

Brent Price, ChFC®, CASL®, RICP®, CLTC

offer securities and advisory services offered, in states where licensed through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor. Check the background of our investment professionals on FINRA's BrokerCheck”: http://brokercheck.finra.org/.

 

A member of